Method CRM

What Method CRM is

Method CRM is a customizable customer relationship management and business management platform for small businesses. Its plans cover lead management, customer and vendor management, workflow automation, sales opportunities, transactions, email campaigns, and customer support case management. The Quick Start plan includes QuickBooks integration, lead management, customer and vendor management, and workflow automation. CRM Pro adds sales opportunities with custom stages, estimates, invoices, sales orders, and payments. CRM Enterprise includes Pro capabilities as well as email campaigns and advanced customer support case management. Prices are $35 a month for Quick Start, $59 a month for Pro, and $97 a month for Enterprise.

Method provides real-time, two-way syncing with QuickBooks Online or Desktop. It also offers a native Xero integration, with other accounting systems able to connect through its API with custom configuration. Listed integrations include Gmail, Outlook, Google Calendar, Mailchimp, payment gateways, and Zapier. Method says customers can customize workflows, dashboards, invoices, tasks, and other CRM areas with help from Method experts. Its iOS and Android app provides access to contacts, activity logging, and sales opportunity updates. A 10-day free trial starts with CRM Pro features, and Enterprise features can be added during the trial at no charge. Annual prepayment receives a 10% discount; monthly accounts can be canceled anytime.

Who it suits

Method CRM suits small businesses that want customer and lead management alongside business workflows and accounting connections. It may fit teams that use QuickBooks or Xero and want mobile access to contacts, activities, and sales opportunities.

Limits

There is no free plan; the trial lasts 10 days. CRM Quick Start is $35 a month and includes QuickBooks integration, lead management, customer and vendor management, and workflow automation.

Getting started

1. Visit the Method website.
2. Start the free 10-day trial with CRM Pro features.
3. Add Enterprise features during the trial if needed; they can be added at no charge.
4. Choose a monthly plan or prepay annually for the stated 10% discount.
5. Use the web, Windows, iOS, or Android platform.

Verdict

Choose Method CRM if your small business wants CRM and business management features with QuickBooks syncing, customization, and a 10-day trial. The mobile app does not work offline, and the lowest listed plan costs $35 a month, so businesses needing offline mobile use or a free plan should look elsewhere.